WINNING STROKES: THINK DIFFERENT: The Sunday Report Recommended scrip KLG Systel Ltd hit the buyer freeze yesterday. A report on the company would soon be placed on http://www.sumanspeaksplus.blogspot.com/ . Coutry Club Ltd recommended in this week' s Sunday Report to the Paid Groups also hit the buyer freeze, before cooling down a bit. Also accumulate Saksoft Ltd (BSE Code: 590051) at the CMP of Rs.34.80 for some wonderful targets ahead. Sicagen India Ltd hit another buyer freeze with good number of pending orders. The company is doing excellently well and its drum making venture is going to revolutionalise the business model of the company. The stock according to P/E analysis should have Rs.100--110 as the fare value. Refex Refrigerants Ltd (BSE Code: 532884) which was recommended to the Paid Groups during the market hours through SMS, hit the buyer freeze. The company makes monopoly products whose demand is only going to increase in the coming days. The season of the company sta...
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Northern truck market revs up: Good News for the shareholders of Sicagen India Ltd Ranju Sarkar Some signs of recovery, or green shoots, in medium and heavy commercial vehicle sales have emanated from the northern states. The North is seeing some activity but it is still early days,’’ said Ashok Leyland Executive Director (marketing) Rajiv Saharia. The note of caution notwithstanding, North accounted for 37 per cent of the Chennai-based truck maker’s sale in April and May, up from 26 per cent in the two months of the previous year. According to a Tata Motors executive, the North accounted for 41 per cent of the industry’s sales of medium and heavy commercial vehicles in April and May 2009, compared to 25 per cent in the same period in 2008. Analysts said the recovery in the North is led by the movement of cement and stone in Rajasthan. Truck sales, a barometer of the country’s economic health, have languished in the last few months as industry has faced a slowdown and foreign trade h...
Reliance Inds stares at a flood of gas Mumbai: Reliance Industries (RIL) will request the government to expedite the process of finding buyer s for the natural gas produced from its D-6 block in the Krishna Godavari basin. On Thursday, PMS Prasad, CEO of the firm, was in the capital to put across his firm's views to oil ministry officials. "The production capacity has already reached 37 mmscmd (million cubic metre per day), but consumption is only around 25 mmscmd," pointed out a company source. "We sent draft purchase agreements last week to the three steel companies approved by the government, but the contract is yet to be inked," he added. RIL's inability to fully utilise its full production capacity stems partly from the highly regulated nature of the selling process. During the last three years, the government has interpreted it s rights under the production sharing contracts it signs with oil and gas exploration companies to include 'guidelines...
High risk investments and Sex Young men take high risk investment decisions when they are sexually stimulated by erotic images or thoughts. Women and money triggers the same area in the brain (V-shaped nucleus accumbens ). This was revealed when researchers studied human thoughts and MRI brain scan images of investors when they took high risk greedy and risky decisions. According to scientists, amount of risk you take will depend on how much you are sexually stimulated. This research study was conducted by Northwestern University finance professor in association with Stanford University psychologist. They conducted research studies on 15 young men at Stanford University. If you are unable to take risky decisions, stimulate yourself with erotic images. Then your brain will stimulate you to take financial gambles. Conservative investors should get rid of sexual thoughts when take financial decisions. Men generally think less about their financial future when they are sexually stimulated...
Shreyas Shipping & Logistics posted turn around results for the quarter ended March 2009 on the back of foreign exchange gain of Rs.15.70 crore. This small-cap stock underperformed the market over the past one month. The company's current equity is Rs.21.96 crore and face value per share is Rs.10. The book value of the shares of the company is Rs.70.16; EPS is whopping Rs.6.83; dividend given was 20%; P/E is 4.96 and it has market cap of only Rs.74.33 Cr against, Net Sales of Rs.283.90 Cr in FY09. Doesn't it look attractive...??!! It is to be noted that Shreyas Shipping & Logistics' net sales declined marginally by 2.1% to Rs.2 83.90 crore in the year ended March 2009 over the year ended March 2008. However, the performance was robust on a standalone basis. The net profit surged 78.9% to Rs.14.99 crore on 14% fall in net sales to Rs.145.82 crore in the year ended March 2009 over the year ended March 2008. The company posted turn around results for the quarter ended ...
WINNING STROKES: THINK DIFFERENT: Sicagen India Ltd hit the buyer freeze on the opening trade. I have been asking all to buy the scrip since a long time. Those who have paid heed to my call would now smile their way into bank. The company came out with superb results for the Q3FY09. The book value of the shares of the company is Rs.89.54, as compared to its absurd CMP of Rs.8.24. Please start accumulating XL Telecom and Energy Ltd ( BSE Code: 532788) at the CMP of Rs.53--54 for a target over Rs.100 within the next 6 months time frame. Good point is that, during the quarter, a subsidiary of the Company, has earned revenue of Rs 142.32 lacs through its subsidiaries by sale of solar power in Spain. This is going to increase in the months to come. The breaking news is that XL Telecom and Energy Ltd's Solar Cell line and SPV module line manufacturing facility at Fabcity SEZ , Hyderabad is on the verge of completion. There are also some positive news on the company which would di...
WINNING STROKES: THINK DIFFERENT: Sanguine Media Services Ltd hit the buyer freeze with more than 1 million pending orders to be executed. I have been asking all to invest in the scrip and keep holding to get multi- bagger returns. There has been a lot of new developments in the company which will soon be disclosed to the Paid Groups. Yesterday Areva T&D Ltd was recommended to the Paid Groups above Rs.326, with a price target of Rs.381, within the next few weeks due to some expected positive developments in the counter. It is one of the finest stocks in the Power Space and will give massive returns going forward. One can start accumulating Prajay Engineers Syndicate Ltd at the current market price for some decent gains in future. The stock has a book value around Rs.152. Investors could also start accumulating Phoenix International Ltd as the company has struck a dead with a reputed group for the lease of 5 lakh sq. ft of its properties. Meanwhile my recommended Foursoft Ltd ha...
Railway ministry to increase prices, withdraws 10% rebate My recommended railway related counters like Kalindi Rail Nirman Ltd (at Rs.122 and Rs.114), Texmaco Ltd (at Rs.109), Kernex Micro System Ltd, Atlanta Ltd, etc. flared up today in the opening trade. Mumbai / Bangalore: Beginning July, the cost of moving cargo in steel containers by rail within the country will rise following the railway ministry’s decision to withdraw a 10% rebate on domestic movement of containers in the weight category of at least 20 tonnes. The rebate had been granted to the 16 licensed container train operators in the country since 1 November. Executives from companies that operate container trains confirmed receiving the ministry notification. Container train operators have to pay rail haulage charges to the Indian Railways for using its track, signalling and telecommunications infrastructure. Such charges typically account for about 80-85% of the operational expenses of such companies. Container train oper...
Angel Broking puts BUY on Essel Propack: Since this stock has started hitting upper circuits, Glory Polyfilms Ltd will also start hitting the buyer freeze within a short time as both of them are almost in the same sector. Moreover, let us compare both Essel Propack Ltd and Glory Polyfilms Ltd. 1. Essel Propack (CMP: Rs.24.75; Face Valule: Rs.2; EPS: Rs.1.66; P/E: 14; Market Cap: Rs.387.59 Cr; Price/Book: 0.66; Dividend: 15%): This world’s largest packaging company, is a part of the Essel Group. We expect the company to register an improvement in its performance on the back of low crude oil prices and stabilisation of new units. We estimate the company to post 13.5% CAGR in Sales over the next two years and record consolidated profits of Rs44.4 crore in CY2010, as against the Loss of Rs88.3cr in CY2008. At the CMP, the stock is trading at inexpensive valuations of 0.6x P/BV and 0.3x EV/Sales on our CY2010 estimates. We Initiate Coverage on the stock, with a BUY recommendation and a ...
First UPA budget will be popular one: Montek IMF predicts India growth to be at least 4.5 per cent for 2009. The IMF also raised its predictions for world economic growth in 2010 from 1.9% to 2.4% as a result of successful stimulus plans, according to a source of El Mundo, a Spanish-language newspaper. This is the first time since the beginning of the financial and economic crisis that the IMF's predictions about the global economy have been revised to HIGHER NUMBERS. In the case of the United States, the IMF has improved its predictions for this year, as well as next year; while it has predicted a slight improvement for Europe in 2010, according to the source. Accumulate all the Railway related counters, especially Kernex Micro, Atlanta Ltd, Texmaco Ltd, Kalindi Rail Nirman Ltd (One declines), etc. Yesteday's morning call Kalindi Rail Nirman Ltd at Rs.179, T--Rs.195 (Target reached) gave good returns to the Paid Groups. With the price of Crude Falling or consolidating in the ...
WINNING STROKES: THINK DIFFERENT: Today's Quickie Call Texmaco Ltd (BSE Code: 505400) hit the buyer freeze on the morning trade. The company would do well befoe the Railway budget. Micro Technologies Ltd recommended in the Sunday report this week at Rs.117.85 is already up. The company which has EPS of around Rs.64.54, is trading at a grossly cheap price at the CMP. Ennore Coke Ltd hit the buyer freeze in the morning trade. It is a play on mining, power, met coke and carbon credit. It seems Prajay Engineers Syndicate Ltd got good support around the current ranges. The stock of Prajay Engineers Syndicate Ltd is a play on Hotel (5-star hotel coming, and an existing 3-star hotel and resort doing well), Real Estate and some BOT projects. My recommended CHD Developers Ltd and Foursoft Ltd hit the buyer freeze in the opening trade. CHD Developers Ltd should give good returns in the short term. The company earlier came out with a preference issue. Ltd has informed The Company has launch...
Worst of global crisis is behind us: George Soros WARSAW: The worst of the global economic crisis is over, multi-billionaire financier George Soros told Polish news channel TVN24 on Sunday urging the creation of international regulations to oversee global markets. "Decidedly the worst (of the crisis) is already behind us," said Soros, a 78-year-old Hungarian-born American with Jewish roots. He did not elaborate but went on to stress the uniqueness of the current economic turmoil. "This is not like previous crisis but marks the end of an era. The system to date had been based on the false assumption that markets can independently regain their equilibrium and that the system is self-correcting," he explained. He also said the regulation in the economy should be aimed at controlling market bubbles. "We need international regulations to retain international markets. This won't be easy...If we won't be able to do this... than globalization, as we now know i...
People don't know what music means these days. Singers only shout and then they become famous and their songs become hits: Mr. Kedarnath Bhattacharjee ( Kumar Sanu ) I was surprised to hear that Sanuji is echoing my words. I said the same thing when Oscar was awarded to Allah Rakha Rahman (A.S.Dileep Kumar before conversion) by the US team to gain some political mileage. I have said that in the song Jai Ho, Sukhwinder was made to shout in a railway station--which is nothing but fantasy. Nobody dances with troops in busy Railway stations nor do people shout in "Sunsan" (Lonely and quiet) railway stations--but Hollywood had to give baits to the Muslim world because at that time Israel was attacking HMAS (a Islamic Terrorist organisation with whom some of our Majlis ittehadul Muslimeen or MIM leaders have connections) and the UPA government was busy delivering AID to victimes of Israeli attack in Gaza (which included HMAS Terrorits to get Muslim votes. Now everyone fo...
Kamal Nath seeks doubling of funds for roads to be built by states Nath will also be pressing for including “innovative funding” schemes in the Budget for boosting the country’s roads infrastructure development New Delhi: Targeting a four-fold increase in highway construction to 20 km per day, the road transport and highways ministry is seeking doubling the budgetary allocation for building roads that do not fall under the purview of the National Highways Authority of India (NHAI). “Transport minister Kamal Nath is seeking Rs6,000 crore budgetary support from finance minister Pranab Mukherjee as compared to Rs3,350 crore available (now),” an official source said. Besides projects under the NHAI, the government also earmarks funds for constructing roads, undertaken by various state government agencies and municipal corporations. Nath will be seeking Rs6,000 crore for this. Nath, sources said, will also be pressing for including “innovative funding” schemes in the Budget for boosting the...
Suresh Tendulkar optimistic of economic recovery in six months Pune: Prime minister's economic advisor Suresh Tendulkar on Saturday predicted that the Indian economy would recover in the next six months. "After the return of the UPA government at the Centre with comfortable margin, the prospects of political and economic stability have further improved the outlook for an early recovery hopefully during the next six months," he said at a convocation ceremony of the National Institute of Bank Management (NIBM) here. The slowdown has been offset in varying degrees by rapid changes in monetary policy rates and deployment of other monetary packages in December 2008, January 2009 and again after the interim budget in February, he said. "Public sector banks are slowly lowering their lending rates". No concern of deflation says RBI governor Pune: Even as the inflation fell to a three-decade low of minus 1.61 per cent, Reserve Bank Governor D Subbarao said there is no th...
Will the Sensex repeat the 1992 performance when it "Pole-vaulted" thirty four percent in one month, post-budget??!! CHENNAI: History indicates sensex posts negative returns for the one month after Budget. On an average, sensex lost 2.1% one month after budget day since 1991 or 14 out of 18 times the index post negative. But could it be different this time after July 6? Foreign institutional investors (FIIs), insurance companies and brokerage companies expect the finance minister to deliver a reform-oriented budget that will incorporate tax cuts, fiscal consolidation, a divestment programme and infrastructure spending. In that bullish scenario , the market may repeat the 1992 performance when sensex vaulted 34% in one month post-budget . Though positive gains in the onemonth period after budget have been few, sensex has delivered an average 14% gain only on four occasions: 1992, 1999, 2004 and 2006. “This budget in many ways will be a landmark budget. We are likely to see a j...
WINNING STROKES: THINK DIFFERENT: [Yes this time also I am correct as the bulls swung into action. The Paid Members were asked to give a pass to the 1st half of the market and get confirmation in the 2nd half. The things happened according to "Copy Book Style". Those who copied the style of Television Analysts or most of the Brokerage Houses, were "Poor Loosers"..... It is again proved that, if you take investment/trading decisions purely based on Charts without giving it a "Human-touch" of your experience, then your destruction (you becoming a beggar) is a foregone conclusion...It was a very difficult call during the market hours on last Thursday, when most of the analysts on a number of Business Channels were talking of 4100 on Nifty---but market does not behave according these band of analysts; who I have seen in most of the occassions are more wrong than right. But the irony is that many investors follow them to the book, without understanding that sto...